I’m a business owner/Partner at True Potential Wealth Management and a Financial Adviser based in Surrey.
I specialise in helping business owners and professionals make smarter financial decisions around pensions, investments, retirement planning, tax efficiency and inheritance tax planning.

A large part of my work focuses on helping business owners extract wealth from their businesses tax efficiently, build long-term financial security and plan for a successful retirement or eventual business exit.

I've worked in financial services for over 10 years, including roles in banking and financial markets, and I'm passionate about helping clients create, grow and protect their wealth.

I'm always happy to have a conversation with fellow business owners and professionals, whether it's around financial planning, business growth or making valuable introductions.
 

  • Events
Start Point (Postcode)
Destination:

 

There are no special offers from this member.

 

There are no events for this member.